River and Mercantile Global Recovery Fund B Inc

Name
River and Mercantile Global Recovery Fund B Inc
Manager
River and Mercantile AM LLP
Type
Open Ended Investment Company
ISIN
GB00B9428D30
Sector
Global
Launched
04/03/2013
OCF
1.16 %
Risk Rating
5
3 Year Sharpe
0.76
3 Year Alpha
-1.05
Yield
1.8 %
Benchmark
MSCI ACWI NR USD
The investment objective of the Fund is to achieve capital growth. The Fund will achieve its investment objective through investing in a portfolio which will primarily consist of international equities that the investment manager believes will benefit from a recovery in company profitability over the medium and longer term. The Fund will not be restricted by reference to a benchmark, territory, sector constraints or company size.
Holding %
Citigroup Inc 0.66 %
Baidu Inc ADR 0.64 %
Sumitomo Mitsui Financial Group Inc 0.64 %
Cegedim SA 0.63 %
Somero Enterprises Inc Shs Reg-S 0.59 %
Bank of America Corporation 0.57 %
Wells Fargo & Co 0.51 %
Van Lanschot Kempen NV 0.50 %
EcoRodovias Infraestrutura e Logistica SA 0.50 %
Ibersol SGPS SA 0.49 %
Region %
Eurozone 23.06 %
Asia - Emerging 18.00 %
United States 14.84 %
Japan 11.17 %
Latin America 10.91 %
Asia - Developed 8.48 %
United Kingdom 5.59 %
Sector %
Financial Services 22.85 %
Technology 18.01 %
Consumer Cyclical 15.91 %
Industrials 11.82 %
Energy 8.29 %
Basic materials 7.20 %
Consumer Defensive 5.05 %
Name
River and Mercantile AM LLP
Address
EC2R 5AL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Hugh Sergeant
Joined 03/04/2013

Hugh Sergeant graduated from the London School of Economics. He joined Gartmore in 1987 as a UK equity graduate trainee, researching a number of sectors and managing institutional funds before leaving to join Phillips & Drew in 1990. He became Head of Smaller Companies in 1997. In March 2000 Hugh was promoted to Head of UK equities and Chairman of the UK Equity Committee. Hugh joined SG Asset Management in October and is a member of the UK equity team.

Data provided by Morningstar.

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